← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	SCM Stonepine Capital Management Bend, Oregon	$7.98M	-$4.34M	1	4.31%	Reduced
427	CGC Continental Grain Company New York	$7.98M	-$6.94M	1	2.32%	Reduced
428	People's United Financial Bridgeport, Connecticut	$7.95M	+$472K	4	0.19%	Increased
429	D.A. Davidson & Co Great Falls, Montana	$7.94M	+$647K	4	0.1%	Increased
430	FNT First Nebraska Trust Lincoln, Nebraska	$7.82M	-$33.2K	2	1.05%	Reduced
431	HRT Financial New York	$7.8M	+$5.21M	7	0.08%	Increased
432	EHI Eagle Health Investments Greenwich, Connecticut	$7.75M	+$7.96M	1	3.04%	New
433	Bragg Financial Advisors Charlotte, North Carolina	$7.74M	+$2.74M	1	0.52%	Increased
434	CAM Cozad Asset Management Champaign, Illinois	$7.74M	-$1.11M	3	1.26%	Reduced
435	AGAM Avalon Global Asset Management San Francisco, California	$7.69M	$0	1	1.35%	Maintained
436	Advisors Asset Management Monument, Colorado	$7.68M	+$985K	4	0.12%	Increased
437	NC Nixon Capital Austin, Texas	$7.62M	+$2.67M	1	3.82%	Increased
438	H Hexavest Montreal, Quebec, Canada	$7.59M	-$1.5M	2	0.34%	Reduced
439	KIC Keating Investment Counselors Delray Beach, Florida	$7.59M	-$922K	1	3.65%	Reduced
440	Private Advisor Group Morristown, New Jersey	$7.58M	+$138K	5	0.07%	Increased
441	Heritage Wealth Advisors Richmond, Virginia	$7.55M	+$4.69M	3	0.46%	Increased
442	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.53M	+$63.1K	1	0.87%	Increased
443	First National Bank of Omaha Omaha, Nebraska	$7.53M	-$87.8K	2	0.39%	Reduced
444	USS Investment Management London, United Kingdom	$7.53M	$0	4	0.07%	Maintained
445	Gotham Asset Management New York	$7.5M	-$12.6M	6	0.33%	Reduced
446	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.46M	+$434K	3	0.35%	Increased
447	Schonfeld Strategic Advisors New York	$7.46M	+$4.65M	9	0.09%	Increased
448	Illinois Municipal Retirement Fund Oak Brook, Illinois	$7.45M	-$653K	5	0.33%	Reduced
449	CIM Contrarius Investment Management St. Helier, Jersey	$7.43M	+$298K	1	0.42%	Increased
450	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.41M	-$78.3K	5	0.19%	Reduced